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PROCYON
Legal name: PROCYON ADVISORS, LLC
CRD 288239File 801-110493
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.20B
Top 10% of cohort (national)
Discretionary AUM
$3.54B
Non-discretionary $5.66B
Clients
3,048
8,716 accounts
Employees
76
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 26, 2017
- Principal office
- 1 CORPORATE DRIVE, SUITE 225, SHELTON, CT, 06484
- Phone
- (475) 232-2704
- Website
- https://procyon.net/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.20B
- Discretionary AUM
- $3.54B
- Non-discretionary AUM
- $5.66B
- Discretionary accounts
- 8,535
- Non-discretionary accounts
- 181
- Total accounts
- 8,716
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 103 | $350.5M |
| High net worth individuals | 691 | $2.84B |
| Pooled investment vehicles | 2 | $43.1M |
| Pension and profit sharing plans | 156 | $4.91B |
| State or municipal government entities | 12 | $479.3M |
| Individuals (other than high net worth individuals) | 2,084 | $574.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 47 | 76 | increased by29 |
| Apr 1, 2026 | Clients | 1,444 | 3,048 | increased by1,604 |
| Apr 1, 2026 | AUM | $7,769,672,465 | $9,204,268,020 | increased by$1,434,595,555 |
| Apr 1, 2026 | Accounts | 5,638 | 8,716 | increased by3,078 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 29 | 47 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 876 | 1,444 | increased by568 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,270,000,000 | $7,769,672,465 | increased by$2,499,672,465 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,635 | 5,638 | increased by3,003 |
| Feb 1, 2022 | Employees | 17 | 29 | increased by12 |
| Feb 1, 2022 | Clients | 352 | 876 | increased by524 |
| Feb 1, 2022 | AUM | $1,041,391,183 | $5,270,000,000 | increased by$4,228,608,817 |
| Feb 1, 2022 | Accounts | 1,319 | 2,635 | increased by1,316 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PROCYON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROCYON” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.